Zephyr Style Advisor
 
StyleADVISOR is the leader in performance and style analysis software and is the industry standard.

StyleADVISOR is easy to use. StyleADVISOR’s Task Wizard allows first time users to create a manager analysis, perform a manager search, find the best fit benchmark for a manager, build a new workbook, and more.

StyleADVISOR is fully customizable. Zephyr’s patent pending page splitter allows users to create their own workbook templates. Start with a blank page. Using your cursor, slice up the page into desired panes. Open up the gallery of graphs and tables and drag and drop the desired object into each pane. No other software program allows you to create custom page layouts in such an easy manner.

StyleADVISOR has the best and most flexible graphics. Most performance analysis software programs are inflexible. If you want to customize or change any of the graphs or text, you have to export the results into another program like Excel or PowerPoint. StyleADVISOR has its own built-in graphics program. Change fonts, background colors, add text, make annotations, etc. all StyleADVISOR.

StyleADVISOR has an easy and automatic interface with Microsoft programs. Many of our clients want to incorporate Zephyr graphs and tables into client reports that they have created in Microsoft. With most software programs this becomes a time consuming monthly or quarterly job with lots of cutting and pasting. We have automated this process so that multiple reports can be created and updated in a matter of minutes. You can also turn a StyleADVISOR workbook into an instant PDF with one mouse click.

StyleADVISOR includes the most advanced mathematical models. Zephyr’s staff includes a number of highly qualified quantitative experts who have developed sophisticated mathematics for StyleADVISOR. Zephyr's proprietary Dynamic Exponential Weighting is designed to provide more sensitivity in detecting manager style changes. For the creation of the unique style benchmark, StyleADVISOR includes three advanced style analysis models in addition to Bill Sharpe’s classic returns-based style analysis model.

StyleADVISOR is a complete package, which includes:

Data. Most of our competitors charge additional fees for mutual fund and separate account manager databases. These are included with StyleADVISOR. StyleADVISOR also includes over 12,000 indices at no additional charge.
Asset Allocation. The StyleADVISOR package includes AllocationADVISOR, our asset allocation software.
Regional Training. Zephyr provides full day training sessions in computer labs around the country for both beginners and advanced users of StyleADVISOR and AllocationADVISOR.
Online Training. Zephyr utilizes an online web service to provide our users with live weekly training session on special topics using StyleADVISOR. These sessions can be accessed from any computer and telephone.
Unlimited Technical Support. StyleADVISOR users have unlimited access to Zephyr’s knowledgeable and attentive technical support staff.
Consulting. Zephyr provides our clients with a free consulting service. We’ll help you design client reports, create presentations and get the most out of StyleADVISOR.

StyleADVISOR is backed by Zephyr’s world-class team of software developers. Zephyr spends a lot of time talking and working with our clients about what they would like to do with StyleADVISOR, and how they think we can improve it. Our team of developers are continually implementing these changes, keeping StyleADVISOR on the cutting edge.

 
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